AWM
IEO icon

Altus Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Altus Wealth Management’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-113,581
Closed -$10.7M – 34
2025
Q1 		$10.7M Buy
113,581
+6,074
+6% +$568K 5.03% 6
2024
Q4 		$9.64M Buy
107,507
+3,648
+4% +$343K 4.31% 6
2024
Q3 		$9.5M Buy
103,859
+1,033
+1% +$98.7K 4.46% 6
2024
Q2 		$10.2M Buy
+102,826
New +$10.7M 4.92% 6

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